To Top

Apply Now

ENTER THE REQUIRED FIELD.
Salesforce Marketing Cloud

MARKETING CLOUD & WELCOME SERIES EMAILS

Publish date:

“Salesforce marketing cloud is like a magician with many tricks up his sleeve” – Quote by Dr Praveen, Marketing head for a hospital in Hyderabad. 

64% of consumers feel that businesses need to harness the latest tech tools to keep themselves relevant and ahead of the pack, as per a survey conducted. The marketing cloud of Salesforce is one such powerful tool in the hands of businesses. It allows you as a business to engage with your customers or prospects with curated, relevant messaging, at the right time. Thus instead of shooting arrows in the dark with no returns, targeted marketing is the mantra, the business returns the fruit.  

How does the Salesforce Marketing Cloud work for a business? 

  • All relevant data is unified in a central place and presented to give a holistic picture of the customer. 

  • Engage in a two way communication from start to finish, leading to a stronger bond and loyalty. 

  • Use the power of Artificial Intelligence to create and deliver personalised communication. 

  • Measurable KPIs help determine the effectiveness of the various marketing campaigns.


As you can see the Salesforce marketing cloud is a tool like no other. It provides a smooth experience at every leg of the customer interaction with the various unified tools at your command. In this blog, we shall get to know a little about its “welcome series of emails”, which is handy for breaking the ice and establishing a bond with prospective customers.

It is rather useful or should we say critical that if you have Salesforce marketing cloud, make use of its “welcome series of emails”. This is a great way to get your clients or prospective clients on-board and the start of a relationship which will strengthen over time. It is an option in the playbook feature present in all accounts and is pretty simple to get up and running. 



The welcome series consists of three emails which must go in regular intervals to your data base of contacts which must be accurate / clean of errors. These emails must make a great first impression cause as we know “the first impression is the last impression”. 

1st email: “Thank you for registering”. 

The first email should be from a leader in the business or maybe a spokesperson / PR chief which details the special approaches and impacts. 

2nd email: “Upcoming events” 

Use this email to educate / inform the client base about any events scheduled in the near future such as seminars, exhibitions, webinars, programs or other ways for them to interact or get involved with the business in a more personal way. 

3rd email: “More ways to connect” 

In this email, list the different ways the clients can engage with you whether online or offline. This could be in the form of attending events, social media, volunteering and so on. 

These above listed 3 welcome emails can be sent to the data base at an interval of a week or more (as preferred by you and configured in the cloud). This will keep you in the minds of the clients and stake holders. Thereafter you can follow up with getting them to sign up for newsletters and other sources of information and engagement.  Marketing is an art, a subtle art. Leverage the power of the Salesforce Marketing Cloud to be a maestro in marketing your business, your products or services. 

If you wish to get the Salesforce marketing cloud and see your financial turnover takes a turn for the better, Contact Codleo Consulting (a Registered Salesforce Consulting partner/Salesforce Cloud Alliance Partner) for a quick demo or an engagement session today.

About the Author

author
RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of Salesforce.com & Salesforce.org. In his spare time, he immerses himself in travel, books and spirituality.

Recent Posts

Marketing Cloud Next

Marketing Cloud Next: Agentic AI...

Marketing Cloud Next uses agentic AI to turn data into real customer connections, helping you personalize campaigns, engage at scale, and boost ROI....

Salesforce Consulting Services

How to Choose the Right CRM Cons...

Hiring the right CRM consultant can transform your business. Discover key steps, must-ask questions, and insider tips to find the perfect fit in 2026....

Salesforce Integration Services

Salesforce Officially Acquires I...

Salesforce’s acquisition of Informatica creates a powerful AI-driven data platform, helping businesses unlock insights and drive smarter, faster gro...

Salesforce Consulting Services

ERP vs CRM: What’s the Differe...

Explore the key differences between ERP and CRM systems, and learn how to choose the right solution to boost your business efficiency and customer gro...

Salesforce Consulting Services

Top 10 Salesforce Development Co...

Explore the top 10 Salesforce development companies in the USA for 2026. Discover expert partners to help transform and optimize your Salesforce platf...

LET'S MEET

Mob: +91 93118 16065

India Office Address

603 D-Mall Netaji Subhash Place, Delhi 110034 IND

Logix Cyber Park, Tower D, 9th & C-28 & 29, C Block, Sector 62,Noida, Gautam Buddh Nagar, Uttar Pradesh 201301

US Office Addresses

16192 Coastal Highway Lewes, Delaware 19958 USA

539 W. Commerce St Suite 6079, Dallas, TX 75208 USA

consult@codleo.com

WE PROVIDE THE FOLLOWING
SALESFORCE® CRM SERVICES

Business Consulting Icon

Salesforce®
Consulting Services

Our team of certified Salesforce consultants partner with you to leverage the potential of Salesforce multiverse. Our Salesforce Consulting Services is based on an in-depth analysis of your business, its processes and workflows, consultations with all stakeholders as well as identification of issues and definitive business goals.

Salesforce®
Consulting Services

Business Consulting Icon
Cloud Services Icon

Salesforce®
Implementation Services

Implementing a Salesforce project from scratch requires an experienced hand to ensure that it meets a company’s business goals. It also ensures that Salesforce Implementation Services project runs smoothly & seamlessly. Our Salesforce Implementation Services conforms to the highest standards and best practices.

Salesforce®
Implementation Services

Cloud Services Icon
Digital Marketing Icon

Salesforce®
Integration Services

Our Salesforce Integration Services delivers a smooth integration with business tools as diverse as WhatsApp, Jira and Quickbooks. Our expertise delivers an integrated tool that enhances productivity and lowers time spent on switching between screens. Salesforce Integration Services ensure a seamless experience, like silk.

Salesforce®
Integration Services

Digital Marketing Icon
Data Analytics Icon

Salesforce®
Support Services

Our comprehensive Salesforce Support Services cover correcting issues, integrating custom features, fixing bugs, training to end users and so on. Our expertise ensures a robust org and its superior performance. Daily org management, issue resolution, upgrades, and enhancements can be challenging for non-Salesforce experts.

Salesforce®
Support Services

Data Analytics Icon
Mobility Solutions Icon

Salesforce®
Lightning Migration

We carry out a seamless Salesforce Lightning Migration so that your org is up to speed with the latest and greatest that Salesforce Inc has to offer. Experts with years of migration experience behind them carry out this process with care and due diligence. Time to migrate from Salesforce Classic to Lightning for businesses.

Salesforce®
Lightning Migration

Mobility Solutions Icon
Application Development Icon

Salesforce®
Development Services

Our Salesforce Development Services empower businesses to customize, enhance, and optimize their Salesforce org to meet unique requirements. Whether you need custom applications, automation, integrations, or enhancements, our team of Salesforce experts ensures seamless development solutions.

Salesforce®
Development Services

Salesforce Development Services Icon
Blockchain Platform Icon

Salesforce Data Cloud
+ AI + Tableau

Combine the power of Salesforce Data Cloud, AI, and Tableau to turn raw data into actionable insights. From data unification to intelligent predictions and stunning visual dashboards, this trio empowers businesses to make faster, smarter, and more strategic decisions.

Salesforce Data Cloud
+ AI + Tableau

Blockchain Platform Icon
Blockchain Platform Icon

Salesforce® Marketing
Cloud Staffing Services

Salesforce Marketing Cloud is the tool every marketing team needs in its tech stack. Every business can also do with Salesforce Marketing Cloud Staffing Services that ensure that the tool is leveraged to its maximum to deliver the goods. Certified specialists ensure winning campaigns.

Salesforce® Marketing
Cloud Staffing Services

Blockchain Platform Icon
Robotic Process Automation Icon

Salesforce®
CRM Health Check

Salesforce CRM Health Check throws up many a surprise and is an eye opener for most businesses. Our comprehensive report details the lacunas and the remedial measures that need to be taken immediately. It’s a health check that does wonders for businesses in their quest for enhanced ROI.

Salesforce®
CRM Health Check

Robotic Process Automation Icon